Email Templates

Email templates are reusable designs you create once and use across campaigns, workflows, and one-off sends. Lock in your brand styling, layout structure, and content blocks in a centralized library, then swap out copy and images for each send. The formatting, colors, fonts, and footer stay consistent without rebuilding from scratch every time.

What Email Templates Do

Templates save time and ensure brand consistency across all email sends:

Three creation methods: Use the drag-and-drop Design Builder for visual editing, the Code Editor for custom HTML and CSS, or the Import feature to bring templates from Mailchimp, Klaviyo, or other platforms by sending a test email to a system-generated address.

Centralized library: Access templates from Marketing > Emails > Templates. Any team member can browse, duplicate, or assign templates to campaigns and workflows. Pre-built templates cover newsletters, promotions, welcome sequences, abandoned cart, events, and re-engagement.

Workflow integration: When you add a template to a workflow, the platform creates a local copy for that step. The Sync Edits to Template toggle controls whether changes flow between the workflow email and the original template.

Personalization tokens: Insert dynamic contact data with custom values like {{contact.first_name}}, {{contact.company}}, or any custom field. Tokens work in subject lines, preview text, body content, and button URLs.

Mobile responsiveness: Templates are automatically responsive. Toggle between desktop, tablet, and mobile views in the preview to verify text readability, image scaling, and button spacing.

Key Configuration Options

Global appearance settings: Set default font family, font size, link color, background color, and content width (typically 600px) from the top toolbar. These defaults apply across every element, ensuring brand consistency without manually styling each block.

Section and layout controls: Stack sections vertically and arrange content into one, two, three, or four column layouts. Configure section backgrounds, padding, margins, borders, and visibility (desktop vs. mobile).

Version history: Click the three-dot menu in the editor and select See Version History to restore previous drafts. Protects against accidental overwrites when multiple team members collaborate.

Code Editor features: Write or paste custom HTML and CSS with syntax highlighting, real-time preview, and inline CSS support. Import external templates by sending a test email to the platform’s generated address, which captures the HTML automatically.

Power Features

Import from other platforms: Navigate to Marketing > Emails > Templates > New > Import > Other Platform. Copy the system-generated email address, send your template as a test email from your original platform, and it loads into the Code Editor with HTML structure and images preserved.

Save workflow emails as templates: After customizing an email inside a workflow step, click Save as New Template to add it to your library. This creates a separate template without affecting the original or other workflow steps.

Template conversion to campaign: From the templates list, click the three-dot menu next to any template and select Create Campaign. The campaign editor opens with the template content pre-loaded.

Link tracking and UTM parameters: Enable tracking in the campaign or workflow action (not the template itself). Link tracking records clicks on every link. UTM parameters append campaign tags for Google Analytics attribution.

Pro Tips

Create a master template with your standard header, footer, and color scheme. Clone it for each new email type instead of starting from blank to maintain brand consistency.
Keep email width at 600px or narrower for compatibility across Gmail, Outlook, Apple Mail, and mobile clients. Wider emails get clipped or display horizontal scrollbars.
Use the Visibility toggle to show or hide sections on mobile versus desktop. Hide large images or non-essential content on small screens to improve load times.
Name templates descriptively with purpose and audience (e.g., “Monthly Newsletter - Residential,” “Flash Sale - VIP Segment”). This keeps your library organized when you have dozens of templates.
Send test emails across clients (Gmail, Outlook, Apple Mail) before launching. Check formatting, links, and personalization tokens to catch rendering issues early.

Common Questions

How do I create a new email template?

Navigate to Marketing > Emails > Templates and click New. Choose Design Builder (drag-and-drop), Code Editor (custom HTML), or Import (from another platform). Build your design, add content, and click Save to add it to your library.

What happens when I edit a template that is used in a workflow?

If Sync Edits to Template is OFF (default), editing the template in your library does not affect workflow steps already using it. If sync is ON, changes propagate in both directions between the template and any synced workflow steps.

Can I import templates from Mailchimp or other email platforms?

Yes. Click New > Import > Other Platform, copy the system-generated email address, then send your template as a test email from your other platform. The HTML is captured and loaded into the Code Editor with images and formatting preserved.

How do I make my template mobile-friendly?

The drag-and-drop builder creates responsive templates by default. Use the Mobile Preview toggle to check rendering on smaller screens. Adjust font sizes, image widths, and button spacing. Use the Visibility setting to show or hide specific content on mobile versus desktop.

What is the recommended email width?

Keep email content width at 600 pixels or narrower. This is the standard maximum width supported by most email clients. Wider emails may get clipped, display scrollbars, or break formatting in Outlook and mobile clients.